Calendly

What Is the Calendly Lesson Item?

The Calendly Lesson Item allows learners, employees, or sales reps to schedule meetings with you directly from a ConveYour course. This eliminates the back-and-forth of scheduling by letting participants select an available time based on your preset availability in Calendly.

How It Works

1. Set up a Calendly account and configure your available time slots.

2. Add the Calendly Lesson Item to your ConveYour course.

3. Enter your scheduling URL in the lesson setup.

4. Customize the button text and success message to fit your course.

Use Cases

• One-on-One Coaching Sessions – Allow learners to schedule meetings with instructors.

• Sales & Follow-Ups – Make it easy for prospects to book a call without email back-and-forth.

• Employee Check-Ins – Let team members set up performance reviews or mentoring sessions.

• Interview Scheduling – Automate interview coordination for hiring managers.

By default the scheduling is required in order to complete the lesson. However, if you complete the field "Skip Text" and enter how you would like to offer them the option to skip scheduling at this time, simply type in something short and friendly such as "Not now, thanks" or "Skip Scheduling". That allows them to opt out.

Customization Options

• Require Scheduling or Allow Skipping:

  • By default, scheduling is required.

  • To make it optional, enter a "Skip Text" (e.g., "Not now, thanks") so learners can opt out.

• Auto-Fill Learner Information:

  • ConveYour can pre-fill data fields from the learner’s profile into Calendly.

  • Ensure the order of fields in ConveYour matches your Calendly form for proper data transfer.

  • To disable auto-fill, click the X button next to the Prefill Fields.